Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Growth Fund vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Green Lantern - Growth Fund
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.81%
1.32%
6 Months
9.83%
3.83%
1 Year
13.53%
9.77%
3 Years
28.65%
13.19%
5 Years
30.15%
12.01%
Since Inception
22.72%
14.38%
Fund Age
8 yrs 8 mo
6 yrs 8 mo
AUM
₹1,835.92 Cr
₹42.66 Cr
Alpha – 1 Year
8.81%
3.80%
Alpha – 3 Years
16.56%
2.30%
Information Ratio – 3 Years
1.28
0.23
Volatility – 1 Year
19.12%
15.84%
Volatility – 3 Years
18.89%
12.64%
Beta – 1 Year
0.96
1.56
Beta – 3 Years
0.91
1.48
Sharpe Ratio – 1 Year
0.47
0.32
Sharpe Ratio – 3 Years
1.16
0.70
Worst Rolling Year
-6.00%
9.09%
Value at Worst Rolling Year
₹0.94 Cr
₹1.09 Cr
Deepest Drawdown
−13.66%
−15.18%
Recovery Period
411 days
119 days
1-Year Rolling Windows Positive
97.32%
100.00%
Median Rolling Year
40.41%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 24% · M 10% · S 45%
L 37% · M 21% · S 27%
Number of Stocks
—
16
Portfolio P/E
—
—
Top 5 Holdings
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
12% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1% / 0%